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  1. 4 votes

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    Anna Wagner shared this idea  · 
  2. 60 votes

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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Anna Wagner supported this idea  · 
  3. 25 votes

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    An error occurred while saving the comment
    Anna Wagner commented  · 

    We have a LOT of public facing funds, and determining how to sort those logically for donors without using fund groups or some type of filtering is difficult, especially since fund names aren't always super clear as to the type of fund.

    Something similar to the nonprofit directory being able to sort by something designated by the foundation (for us it would be fund group, but it sounds like others have different needs, so having that able to be customized would be ideal).

    Anna Wagner supported this idea  · 
  4. 13 votes

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    Anna Wagner supported this idea  · 
  5. 5 votes

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    Anna Wagner commented  · 

    Same. We have a LOT of public facing funds, and determining how to sort those logically for donors without using fund groups is difficult.

    If adding the grouping isn't available, could this be added as a sort function? Similar to the nonprofit directory being able to sort by type.

    Anna Wagner supported this idea  · 
  6. 6 votes

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    Anna Wagner supported this idea  · 
  7. 27 votes

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    Anna Wagner supported this idea  · 
  8. 26 votes

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    Anna Wagner supported this idea  · 
  9. 7 votes

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    Anna Wagner shared this idea  · 
  10. 97 votes

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    Anna Wagner commented  · 

    This is definitely needed. If you change any fund and then run a report for an earlier period, you have to manually edit the report info, which is not good for data integrity or consistency of presentation. Relying on a person to remember that a certain number of funds changed groups or subgroups after a certain period and then change what is generated from the system is not a reliable way to create reports, especially if you've had turnover.

    Anna Wagner supported this idea  · 
  11. 120 votes

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    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

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    Anna Wagner commented  · 

    I may be more of a minority, but I actually like having the fees separated so that we can track what those expenses are. It's simple to sort them out in a report. If you run a custom report under "Donations" and select "Description" as one of your fields, it will list any fee as "Online Donation-Processing Fee Donation" and can be filtered out in C-Suite or Excel.

    If this does get changed, could there be an option to keep it as is for those of us who like having the detail of CC fees?

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